-5.2%
SBUX vs RIG
+64.1%
-69.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.1% | -1.9% |
| 7D | -6.3% | -8.2% | +1.9% | -5.5% |
| 30D | -3.9% | -0.2% | -3.7% | -3.9% |
| 3M | +3.3% | -2.7% | +6.0% | +3.3% |
| 6M | +1.4% | -7.5% | +8.9% | +1.6% |
| YTD | +21.0% | +38.3% | -17.3% | +16.3% |
| 1Y | +22.4% | +81.8% | -59.4% | +14.2% |
| 3Y | +13.2% | -30.2% | +43.4% | +10.0% |
| 5Y | -5.2% | +59.9% | -65.1% | -15.6% |
| All | -5.2% | +64.1% | -69.3% | -15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RIG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling